The asset management industry is rapidly evolving—and so are the tools that power distribution. As investor behavior shifts, fund products proliferate, and competition intensifies, asset managers must rethink how they connect with...

The FINTRX platform consists of 40,00 advisory firms, over 750,000 registered reps, and more than 100,000 wealth team records. Thousands of financial professionals rely on FINTRX every day for prospecting into RIAs, advisor M&A and...

Reaching registered investment advisors (RIAs) is no longer a numbers game—it’s a data game. With the independent RIA channel managing trillions in assets and growing steadily, asset managers must be more strategic than ever in their...

Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape continues to evolve, fund managers and capital raisers must move with speed and precision, leveraging advanced tools to...

The private wealth landscape is evolving, and asset managers distributing funds to RIAs need a platform that keeps up with the pace of change. Legacy providers like AdvizorPro, Discovery Data, and RIA Database struggle to meet modern...

BOSTON, MA, UNITED STATES, March 25, 2025 -- FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, private capital...

Recruiting top investment advisors is a challenge that requires both precision and efficiency. With the competitive landscape of wealth management and advisory services evolving rapidly, firms must leverage cutting-edge tools to gain a...